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steve mais

Chartist Inc Ca

Assets Managed
$139.229M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-5.64%(2Q avg: -2.46%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chartist Inc Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Chartist Inc Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.229M in assets, with a quarterly growth rate of -5.64% and a 2-quarter average growth rate of -2.46%. The portfolio is managed by steve mais, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SHW
Sherwin-williams Co The
Recent Activity
Decreased -1.68%
39.97%
$55.648M
85,568 shares@ $650.35 avg price
ur-6⤦
Powershares Qqq Trust Unit Ser
Recent Activity
Decreased -1.43%
21.98%
$30.596M
53,009 shares@ $577.19 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -0.61%
20.17%
$28.072M
60,607 shares@ $463.19 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -1.36%
10.06%
$13.996M
39,253 shares@ $356.57 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
2.3%
$3.197M
5,183 shares@ $616.76 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 1.54%
0.89%
$1.231M
4,965 shares@ $248.0 avg price
XHB
Spdr S&p Homebuilders Etf
Recent Activity
Decreased -1.62%
0.7%
$971,167
9,838 shares@ $98.72 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Decreased -1.35%
0.58%
$801,833
4,958 shares@ $161.73 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.07%
0.57%
$793,300
3,809 shares@ $208.27 avg price
TJX
Tjx Companies Inc
Recent Activity
0.43%
$597,559
3,742 shares@ $159.69 avg price

1-10 of 20